
Financial Adviser/ Associate Adviser
Apex Financial Advice
Posted 5 days ago
Financial Adviser – Full-Time | Brisbane
Join a fast-paced, client-focused financial planning firm with a strong reputation for holistic advice and a supportive team culture.
About Us
We’re a growing financial planning company based in Woolloongabba, offering comprehensive advice across wealth creation, debt management, retirement planning, and more. We proudly specialise in supporting current serving members and Veterans of the Australian Defence Force.
Our environment is dynamic—we typically see 10 new clients per week, alongside plan presentations, ongoing client servicing, training, and more. You’ll be joining a team that values professionalism, autonomy, and continuous development.
What We Offer
A steady stream of new clients
Monthly RDO after probation
Fortnightly pay cycle
Regular team social events
Collaborative and fun workplace culture
Ongoing training and professional development
Supportive admin and paraplanning team
About the Role
We’re looking for a full time Financial Adviser who is passionate about helping clients achieve their financial goals. You’ll work closely with our team to deliver high-quality advice and ensure a seamless client experience.
Key Responsibilities
Attend client meetings and build strong relationships
Develop financial strategies
Collaborate with paraplanners and admin staff
Deliver plan presentations and maintain compliance
Write detailed file notes and stay current with industry knowledge
Provide holistic advice across a range of financial areas
Support team members and contribute to a positive office culture
Work autonomously within standard office hours (8:30am – 5:00pm)
About You
Must meet FASEA education requirements and have passed the FASEA exam
Degree qualified (preferred but not essential)
Current registration on the ASIC Financial Adviser Register
Strong time management and attention to detail
Excellent communication and interpersonal skills
Proficient in Microsoft Office suite
Passionate about finance and client outcomes
We may also consider candidates in their third quarter of the professional year.
Ready to take the next step in your financial advice career?
Apply now and join a team that values your expertise and supports your growth.
*Only Australian Residents with the appropriate rights to work in Australia need apply.
(No Recruitment Agencies or non Australian residents need contact or apply)
Join our team today!
Click the apply button and send us your Resume and Cover Letter
About Apex Financial Advice
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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